The Moat Index
Compare moats, side by side.
Two to four companies, scored on the same five investor questions from their SEC filings — so the comparison is apples to apples. The method is fully public.
STUB · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
GOGO · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
SGA · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
MSGS · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
| Measure | STUB | GOGO | SGA | MSGS |
|---|---|---|---|---|
| Moat Score (0–100) | 31 | 33 (highest) | 32 | 31 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 50 | 55 | 29 | 58 (highest) |
| Pricing power | — | — | — | — |
| Returns on capital | 12 | 52 (highest) | 8 | 6 |
| Balance-sheet safety | 28 | 0 | 55 (highest) | 15 |
| Capital allocation | 37 | 24 | 36 | 44 (highest) |
| 739% above value if growth stopped today | 72% below value if growth stopped today (largest discount to value if growth stopped today) | 48% below value if growth stopped today | No price data | |
| Market cap | $1.9B | $287M | $52.9M | Not reported |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2026 |